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Retirement Solutions

Helping leading US provider of record-keeping services to grow capacity for new clients with minimal growth in FTE – 24.8% efficiency gain in 20 weeks

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Global investment management firm

A large global banking and brokerage firm with branches across the US, UK and SA was experiencing a productivity performance deficit across its operations. This problem was impacting several key areas, from employee performance and engagement, to customer satisfaction.

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Mutual funds transaction processing

Helping US-headquartered top mutual fund customer service organization to keep quality high and optimize capacity across on-shore and off-shore operations – 85% efficiency gain in 20-week pilot program and 107% efficiency gain overall.

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